See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,281 | $73,515-13.9% | $62,995+0.5% | $147,584-57.1% |
| Participation rate | 26.3% | 77.9%-51.6pp | 74.8%-48.5pp | 82.8%-56.5pp |
| Annual return | 18.91% | 175.43%-156.5pp | 87.57%-68.7pp | 578.55%-559.6pp |
| Employer contribution / active EE | $2,906 | $3,320-12.5% | $2,759+5.3% | $4,876-40.4% |
| Participant deferral / active EE | $5,148 | $4,185+23.0% | $3,329+54.6% | $5,439-5.4% |
| Admin fee / account holder | $160 | $5,953-97.3% | $3,600-95.6% | $10,885-98.5% |